Our Team
Ardent Wealth Management unites its team to offer clients over 50 years of combined experience in the financial services arena. Each member brings a unique quality and area of focus to the team which when put together offer the client a comprehensive investment service. We strive to develop and maintain a client relationship that reflects the meaning behind our name. To be ardent is to be passionate, enthusiastic, intensely devoted and loyal. We feel that continuously exemplifying that definition along with acting with the utmost professionalism and integrity will build the trust of our clients and give them the peace of mind that they are receiving tailored guidance for their family’s financial future. Ardent Wealth Management employs a long-term strategy to maintain perspective and focus on your goals. We focus in guiding you through some of life’s most complicated financial events by defining an investing mission statement, planning for educational expenses, retirement planning and addressing your insurance needs. We are fully supported by Janney’s team of professionals in the areas of financial, trust and estate planning issues, retirement planning and asset management. They will work directly with us to provide you with guidance on the most complex issues.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.